The emphasis will be high on levers to increase margins, especially noting that pricing increase is difficult in the current environment and trade-offs involved given aggressive cost controls. The brokerage expected investor to focus on the reasons for revenue growth underperformance versus peers, underwhelming margins despite multiple measures to improve it from recent lows, deal pipeline, pricing leverage, telecom deal momentum, especially related to 5G networks.
F&O Talk: Nifty’s bullish structure intact after best week in 5 years; Sudeep Shah on HDFC Bank strategy, picks 5 stocks this festive season
Nifty surged 8% to post its strongest weekly gain in five years, supported by improving technical indicators and bullish momentum. SBI Securities’ Sudeep Shah discusses
November 7, 2026